Key Private Bank Team Lead Associate

Key Private Bank Team Lead Associate page is loaded## Key Private Bank Team Lead Associate locations:
Dayton, OH:
Columbus, OHtime type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
February 28, 2026 (30+ days left to apply) job requisition :
R-37149
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* Location:

** 10 West Second Street, Dayton Ohio
** ABOUT THE JOB (JOB BRIEF)
** Manages the Associate roles of the Key Private Bank (KPB) sales team to ensure quality client service, sales support, operational excellence and adherence to all procedural and compliance responsibilities. Supports the KPB Sales Leader (SL) in assigned tasks as well as the needs of the sales team. Associate Team Lead works closely with SL to drive operational effectiveness and client experience outcomes in support of managing client relationships and sales support delivery.

Develops their team to deliver consistent and high caliber results in client experience, service and sales support and change management. Reports to the Regional Associate Team Lead.
** ESSENTIAL JOB FUNCTIONS
*** Supervise local market associate staff to achieve end to end ownership of the client experience through collaboration, coordination and personal ownership of all client activities with KPB Sales Team (including Client Experience and Strategist Associates, and Client Relationship Specialist), Wealth Services and centralized support teams.  Activities are seen through to completion with proactive communication (i.e. acknowledge requests, provide an estimated time of completion and follow up).
* Acquire an in depth understanding of the Client Experience Associate and Client Strategist Associate roles and responsibilities in order to ensure a seamless client delivery utilizing all available resources.
* Provide training and coaching to all associates in assigned markets.
* Ensures effective utilization of staff, by hiring, onboarding, and recruiting.  Partners to build bench strength and plan ahead of turnover to maximize staffing experience.
* Ensure there is proper backup and support for Client Strategist and Client Experience Associates and that each associate role is trained to provide high-level back up in instances where office may be short-staffed. Provide coverage and support for Client Strategists and Client Experience Associates as needed.
* Administer performance reviews and professional development plans for each associate (direct reports).
* Monitor and schedule work to maintain proper coverage at all times and to ensure appropriate allocation of resources.
* Operational Management/Compliance:  + Proactively identifies and champions the resolution of client service issues (internal and external), requiring leadership and interaction with clients (internal and external), all levels of staff and management, product and support partners.  + Adhere to corporate compliance and audit standards to meet corporate and Line of Business (LOB) guidelines.  + Maintain Self-Assessment testing on a monthly basis and ensure proper office signage, new account documentation, NSFs, Overdrafts, General Ledger transactions (APA).  

+ Monitor loan document exceptions and past due commercial loans and fiduciary requirements. Report significant issues to Regional Associate Team Lead /KPB National Service Leader.  + Hold meetings to review and increase employees’ knowledge and adherence to compliance guidelines.  + oversee compliance tests and training to meet RISC guidelines.  + Report significant client developments to Sales Leader to allow for appropriate mediation.  

+ Research and resolve complex errors/issues and follow-up with clients to ensure satisfactory resolution.
* Provide support to Sales Leader for sales reporting and tracking.
* Delegate various office duties as appropriate i.e. supply ordering, mail, audits of cashier checks, etc.
* Responsible for maintaining accurate client data and approves client transitions. Serves as the person responsible for client data integrity for the team.
* Sales Support:
Provide quality client service to sales team by:  + Solid understanding of the KPB Sales Process. as it relates to team interactions, process engagement and client experience (includes knowledge of available tools and resources), including Wealth Direction and Keypad.  + Oversight/execution of the New Client Onboarding Process, Officer Transitions, and Service Reviews.  + Understanding of the Investment Management & Trust (IM&T) onboarding process, including account pre-acceptance, new account paperwork, and asset collection.  

+ Understanding of new accounts and loan procedures to ensure good client experience and complete documentation for compliance and audit purposes.  + Understanding of credit approval process, up to and, including loan documentation to facilitate quality execution of credit experience for team and client.  + Knowledge of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client information.  

+ Coordinate…